Waterloo Capital Invests in Peachtree Financial Group and Opens Atlanta Office in Buckhead

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Oct 06, 2026, 13:46 ET

Stuart Canzeri and David Hughes join Waterloo Capital as investment adviser representatives and will operate under the Waterloo Capital brand as Managing Partners of Waterloo Capital Atlanta, leading an aggressive advisor recruitment push across the Southeast

ATLANTA, Oct. 6, 2026 /PRNewswire/ -- Waterloo Capital, L.P. ("Waterloo"), an Austin-based registered investment adviser, today announced an investment in and partnership with Peachtree Financial Group, an Atlanta-based wealth advisory practice led by Stuart Canzeri and David Hughes. The partnership was effective September 1, 2026. Terms were not disclosed.

Mr. Canzeri and Mr. Hughes have joined Waterloo Capital as investment adviser representatives, and the practice will operate under the Waterloo Capital brand as Waterloo Capital Atlanta. Mr. Canzeri has been named Managing Partner of Waterloo Capital Atlanta. Mr. Canzeri will lead the firm's advisor recruitment efforts across the Atlanta market and the broader Southeast, while Mr. Hughes will continue to handle client relationships from the Buckhead office.

A central part of Mr. Canzeri's role will be adding new advisors to the Atlanta office. Waterloo intends to expand aggressively in the market, recruiting independent advisors and established practices that want institutional investment, tax, and operational support without giving up their client relationships. Those advisors gain access to Waterloo's 360 Critical Infrastructure™, Critical Infrastructure for Financial Advisors®, Waterloo's integrated platform of investment, tax, technology, compliance, family office services, marketing, and operational support. Advisors interested in learning more can visit waterloocap.com/financial-professionals.

Waterloo has opened an Atlanta office at Buckhead Plaza, 3050 Peachtree Road NW, Suite 400, which will serve as the firm's Southeast hub. The office opens with five team members. Clients will gain access to Waterloo's investment platform, private markets capabilities, integrated tax services through Waterloo Capital Tax Partners, and family office services.

The Atlanta partnership follows Waterloo's September investment in Bay Rivers Group Wealth Partners of Williamsburg, Virginia, and extends a multi-brand platform that now spans more than a dozen advisory brands nationwide, including a growing roster of "Powered by Waterloo" practices. Atlanta is Waterloo's tenth office and its first in the Southeast, joining Waterloo Capital Tucson in Arizona as a geographically branded office of the firm.

"Stuart and David have built exactly the kind of practice we look for — deep client relationships, a disciplined planning process, and a clear view of where they want to take the business. Atlanta is one of the most dynamic wealth markets in the country, and Buckhead gives us the right footprint to grow from. Stuart leading recruitment there was the natural next step." said John Chatmas, Chief Executive Officer of Waterloo Capital.

"We spent a long time thinking about what our clients would need over the next twenty years, not just the next two. Coming under the Waterloo brand gives us institutional-caliber investment and tax capabilities without changing how we serve people. It also gives us something real to offer other advisors in this market who want to stay independent but are tired of building the back office themselves." said Stuart Canzeri, Managing Partner, Waterloo Capital Atlanta.

"This gives our team more capacity to do the work clients actually value — planning, coordination, and being available when it matters. The back-office and platform support behind us now is a meaningful upgrade." said David Hughes, Managing Partner, Waterloo Capital Atlanta.

"Atlanta is a priority market for us, and Stuart is the right person to build it out. We intend to grow aggressively there, and we expect to make additional announcements about the Atlanta office in the coming months." added Mr. Chatmas.

ABOUT WATERLOO CAPITAL, L.P.

Founded in 2013 and headquartered in Austin, Texas, Waterloo Capital, L.P. is a registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, families, and institutions. The firm operates a multi-brand platform spanning investment management, private markets, family office services, integrated tax planning, and a turnkey asset management and IAR platform for independent advisors, delivered under its Critical Infrastructure for Financial Advisors® platform. Learn more at waterloocap.com.

Waterloo Capital brands and divisions

Waterloo Capital — the firm's core wealth management and investment advisory brand
Waterloo Capital Atlanta — Southeast office, Buckhead, Georgia
Waterloo Capital Tucson — Tucson, Arizona office (formerly Allied Portfolio Management)
Intelligent Wealth Solutions (IWS) — turnkey asset management and advisor platform
Waterloo Capital Family Office Services (WCFOS) – family office services, advanced planning, trust and estate design/review, business planning
Waterloo Capital Tax Partners — integrated tax planning and preparation
Everstead — ultra-high-net-worth brand

"Powered by Waterloo" brands

ABOUT WATERLOO CAPITAL ATLANTA

Waterloo Capital Atlanta is the Southeast office of Waterloo Capital, L.P., established through Waterloo's investment in and partnership with Peachtree Financial Group. The practice, founded by Stuart Canzeri, provides comprehensive financial planning and investment advice to individuals and families across the Atlanta metropolitan area. The office is located at Buckhead Plaza, 3050 Peachtree Road NW, Suite 400, Atlanta, Georgia 30305, and is led by Managing Partners Stuart Canzeri and David Hughes.

ADVISOR INQUIRIES

Advisors interested in partnership or affiliation with Waterloo Capital can learn more at waterloocap.com/financial-professionals.

Important Disclosures

Waterloo Capital, L.P. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment advisory service. Nothing herein should be construed as investment, tax, or legal advice. Investing involves risk, including the possible loss of principal.

Advisory services are provided by Waterloo Capital, L.P. Waterloo Capital Atlanta and the other brand names referenced above are business names used by Waterloo Capital, L.P. and/or practices operating as "Powered by Waterloo" brands; certain of those practices are separately owned and may be separately registered. [Confirm entity-by-entity characterization, IAR registrations in Georgia, and any DBA or notice filings with compliance.]

The statements attributed to Waterloo Capital personnel, including Mr. Canzeri and Mr. Hughes, reflect their own views as of the date of this release and are not intended as testimonials or endorsements of Waterloo Capital's advisory services. Mr. Canzeri and Mr. Hughes are investment adviser representatives of Waterloo Capital and receive compensation in connection with the arrangement described above, which presents a conflict of interest.

Critical Infrastructure for Financial Advisors® and 360° Critical Infrastructure® are registered trademarks of Waterloo Capital, L.P.

Statements regarding Waterloo's expansion plans, recruitment intentions, and anticipated future announcements are forward-looking and reflect current expectations. Actual results may differ, and Waterloo undertakes no obligation to update them.

[If any third-party rating or recognition is added to this release — e.g., USA Today Top 100 Advisory Firms or Citywire 50 Growers — SEC Rule 206(4)-1 requires clear and prominent disclosure of the date of the rating, the period it covers, the identity of the third party that created it, and whether compensation was paid, directly or indirectly, in connection with obtaining or using the rating.]

MEDIA CONTACT

Taylor Chatmas

Marketing Manager, Waterloo Capital, L.P.

[email protected] | (512) 777-5900

SOURCE Waterloo Capital